Iress ContributorAMA: I'm Lachlan Fuller, Xplan product manager for Visualise & Client Portal, Ask Me Anything!
Hi Lachlan
We're at the early stages of considering Client Portal and were wondering if there is any high level data available around:
- what percentage of firms who use Xplan, also use Client Portal?
- for firms using Client Portal, what are the features/functionality most used?
- how many individual client users are using Client Portal?
- what is the average number of times a client user logs in over a one year period? (or monthly - however the data is captured)
- will the DocuSign integration that is due for release within Xplan, also be availabe on Client Portal?
- we have our own Xplan site. Would we be able to fully customise a Client Portal fact find, or are there limitations to which of our XPlan site fields can be included in a fact find?
Thanks a million
Cheers Kerri
Iress ContributorHi Kerri,
Thanks for the question,
I'm don't have an exact figure on percentage of firms that use Client Portal in relation to Xplan. However I can confirm that there are several hundred active Client Portals in use today.
We see greater than 40,000 unique users accessing Client Portal monthly.
I don't have average data for individual client logins that could extrapolate this information.
I made mention of DocuSign in a thread above, DocuSign integration that is build in Xplan is not yet available in Client Portal, the signing of documents will occur in their signing platform. We will continue to look at integrating this, and other digital signature providers into Client Portal.
Regarding the Fact Find, you are limited to the existing universe of fields that Client Portal provides, in relation to this we are considering how we might extend this list to suit your requirements.
Lachlan
Thanks Lachlan
Hi kerri.shanks
I thought I would chip in on this one as we have transitioned most of our clients over to the client portal over the course of the last 6months, and away from our previous file sharing system. There are some interesting client behaviours to be observed, which potentially can be linked to DiSC or personality profiles (if you like to analyse client behaviour like that). We have some clients who consistently login multiple times a day and others who call us to reset their passwords when they do have to login as they can't remember what they originally set them to and haven't logged in since!🤣
We use the portal to send any documents containing personally identifiable information, reports, risk renewals, and encourage them to use the "compose message" feature within the portal to do the same back to us. Some clients still want to send us updated bank details via email, so it is a constant education piece, but the goal for our business is to eventually expand our use of it to become a one-stop shop, so they can complete pre-review fact finds, access reports and secure messages, view portfolios, generate their own reports etc rather than use multiple platforms that currently only fill one part of the advice process. Generally speaking our experience, and that of our clients, has been positive, and it has created efficiencies within our business.
Thanks Sharyn, very helpful indeed.
Related Content
